Stock Portfolio Equity Curve

Family Sharing of the App & Accounts in version 3. Now with higher account stock limits.

■ Portfolio Management: ○ Multi-Account Portfolio Tracking ○ Family Sharing - App & Accounts (true collaborative sharing) ○ Track multiple investment accounts in one unified dashboard ○ Portfolio valuation and performance metrics ○ Daily snapshots of your portfolio's growth over time

■ Advanced Analytics & Interactive Charts ○ Professional charts with your buy/sell transactions plotted as markers ○ Multiple time ranges (1D, 1W, 1M, 3M, 1Y, 5Y, 10Y) with transaction overlay ○ Technical indicators combined with your actual trading history

■ Smart Transaction Management ○ Precise lot matching with FIFO cost basis calculations ○ Visual representation of which lots were sold when ○ Tax-efficient transaction tracking for capital gains reporting ○ Split adjustment handling maintains accurate historical positioning

■ Real-Time Market Intelligence ○ Stock quotes powered by AlphaVantage API ○ Company financials, earnings, and dividend history ○ Market status monitoring and corporate events tracking

■ Investment Decision Support ○ See how your entry and exit timing compares to earnings announcements ○ Correlate your trades with dividend dates and stock splits ○ Analyze holding periods visually on price charts ○ Track performance attribution by individual trade decisions

■ Built for Serious Investors ○ PortfolioEC leverages iOS 18+ technologies including SwiftUl, iCloud and SQLite. ○ Built for the long term investor, reviewing long-term investment decisions, or preparing tax reports. ○ PortfolioEC's unique transaction visualization gives you insights no other app can provide.

■ Data Security ○ Your data is secure on Apple's private SwiftData/iCloud database. ○ Only you can access this database, not the developers, no one else but you. ○ Finally see the complete story of your investments. ○ CSV import & export (transfer & store your data). ○ Not just where your stocks are now, but exactly how your trading decisions shaped your portfolio's journey.

■ Download PortfolioEC today and discover what your Equity Curve has been trying to tell you.

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